Client Support Administrator

Client Support Administrator focuses on we are currently recruiting for a financial planning practice based in altrincham who are looking for a client support administrator.

What the role involves

• We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.
• To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.
• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is.
• Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs.
• Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met.

Skills and requirements

• Basic knowledge of all products and funds falling within area of responsibility.
• Ability to build relationships with consultants.
• Ensure an effective relationship is maintained.
• 2 years previous experience of working for an IFA.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through